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TAX SERVICES

Tax planning and mitigation is at the core of what we do.  We also prepare all levels of tax returns including Individuals, Partnerships and LLC’s, C and S Corporations, Estates and Trusts, and multi-state returns.

A presentation at the office
A business meeting

A PROACTIVE APPROACH TO TAX SOLUTIONS

We take a proactive approach to tax services. Staying current on new tax laws and legislation allows us to identify key planning opportunities that minimize tax liabilities. We bring our tax expertise and knowledge to our clients throughout the year. Our tax services include, but are not limited, to:

  • Tax planning and return preparation

    • Individual

    • Corporate (C and S)

    • Partnership

    • LLC/LLP

    • Estate, trust, and gift

    • Not-for-profit organizations​

  • Tax authority representation

  • 1031 exchange expertise

  • Tax effects of buying/selling a business

  • Estate and gift planning

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